|
401
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$707K
|
–
|
–
|
–
|
|
|
402
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$706K
|
-$215K
|
-478
|
-22%
|
|
|
403
|
Ballentine Partners
Waltham,
Massachusetts
|
$700K
|
-$4.5K
|
-10
|
-0.6%
|
|
|
404
|
Caitong International Asset Management
Hong Kong
|
$688K
|
+$723K
|
+1,608
|
New
|
|
|
405
|
United Capital Financial Advisors
Irving,
Texas
|
$680K
|
+$52.6K
|
+117
|
+8%
|
|
|
406
|
Good Life Advisors
Reading,
Pennsylvania
|
$665K
|
+$26.5K
|
+59
|
+4%
|
|
|
407
|
Illumine Investment Management
Poulsbo,
Washington
|
$661K
|
–
|
–
|
–
|
|
|
408
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$659K
|
-$37.8K
|
-84
|
-5%
|
|
|
409
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$656K
|
+$10.3K
|
+23
|
+2%
|
|
|
410
|
Siren LLC
Greenwich,
Connecticut
|
$636K
|
-$225K
|
-500
|
-25%
|
|
|
411
|
Diametric Capital
Boston,
Massachusetts
|
$636K
|
+$674K
|
+1,500
|
New
|
|
|
412
|
KeyBank National Association
Cleveland,
Ohio
|
$617K
|
-$16.6K
|
-37
|
-3%
|
|
|
413
|
Fred Alger Management
New York
|
$604K
|
+$641K
|
+1,425
|
New
|
|
|
414
|
Forum Financial Management
Lombard,
Illinois
|
$601K
|
–
|
–
|
–
|
|
|
415
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$598K
|
+$43.2K
|
+96
|
+7%
|
|
|
416
|
|
$598K
|
+$629K
|
+1,398
|
New
|
|
|
417
|
CAAS Capital Management
New York
|
$578K
|
+$607K
|
+1,350
|
New
|
|
|
418
|
Custom Index Systems
New York
|
$576K
|
+$222K
|
+494
|
+58%
|
|
|
419
|
Diversify Advisory Services
Sandy,
Utah
|
$568K
|
+$552K
|
+1,228
|
New
|
|
|
420
|
Strategic Global Advisors
Newport Beach,
California
|
$563K
|
-$11.7K
|
-26
|
-2%
|
|
|
421
|
Williamson Legacy Group
Carmel,
Indiana
|
$562K
|
+$591K
|
+1,314
|
New
|
|
|
422
|
Atomi Financial Group
New York
|
$562K
|
-$261K
|
-580
|
-31%
|
|
|
423
|
RBO & Co
Saint Helena,
California
|
$555K
|
–
|
–
|
–
|
|
|
424
|
Montis Financial
Waltham,
Massachusetts
|
$551K
|
–
|
–
|
–
|
|
|
425
|
Syon Capital
San Francisco,
California
|
$549K
|
+$111K
|
+246
|
+24%
|
|
